Table of Contents

About Progress Learning Account Health Scorecards in Salesforce

Sam Gunter Updated by Sam Gunter

Purpose

Overview of Account Health Scorecards release on September 3, 2024

Intended Audience

  • Salesforce Users

About the Account Health Score

  • The Health Score will be updated monthly.

  • The Scorecard includes a visual score element and appears...
    • Only on School Account Record pages
    • When the Account Status equals;
      • Active Customer
      • Recently Expired

  • The Overview tab shows fields and other elements that include;
    • Health Score
    • Health Score Last Calculated Date/Time
    • Final Health Score SY23-24
    • Health Score category descriptions and breakdowns
    • Trending report chart
    • List view of the Account Health Score records

How is the score calculated?

Metric

Total Points Possible

How It's Calculated

Student Usage

40 points

Student Usage is based on the average number of questions answered per active student

  • 20-29 questions: 10 points
  • 30-39 questions: 20 points
  • 40-59 questions: 25 points
  • 60-79 questions: 30 points
  • 80-99 questions: 35 points
  • 100+ questions: 40 points

Subject Usage

30 points

Subject Usage includes subjects with greater than 100 questions answered

  • 1-2 subjects used: 5 points
  • 3-4 subjects used: 10 points
  • 5-7 subject usage: 15 points
  • 8-11 subject usage: 20 points
  • 12-15 subject usage: 25 points
  • 16 or more correct answers: 30 points

Active Months

30 points

Active Months are based on months with usage out of months completed in the school year

  • Formula: Max Points * (# Active / Total Months)

How did we do?

Account Page Layout Changes (March '24)

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